GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.05M
3
+$2.05M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.73M
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$1.56M

Top Sells

1
+$2.89M
2
+$2.5M
3
+$1.23M
4
AKAM icon
Akamai
AKAM
+$884K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$878K

Sector Composition

1 Technology 20.44%
2 Industrials 14.71%
3 Financials 10.23%
4 Healthcare 8.69%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$36.7K ﹤0.01%
1,000
-414
527
$35.9K ﹤0.01%
+438
528
$35.9K ﹤0.01%
240
529
$35.8K ﹤0.01%
700
530
$35.1K ﹤0.01%
1,303
531
$35K ﹤0.01%
1,829
-151
532
$34.7K ﹤0.01%
950
+18
533
$34.7K ﹤0.01%
260
+60
534
$34.6K ﹤0.01%
827
-17
535
$34K ﹤0.01%
398
536
$33.8K ﹤0.01%
882
-699
537
$33.7K ﹤0.01%
629
538
$33.5K ﹤0.01%
679
539
$32.4K ﹤0.01%
252
+2
540
$32.3K ﹤0.01%
2,014
541
$32.3K ﹤0.01%
509
542
$31.9K ﹤0.01%
171
-750
543
$31.5K ﹤0.01%
204
544
$31.2K ﹤0.01%
401
545
$31.2K ﹤0.01%
407
546
$31.1K ﹤0.01%
335
547
$30.3K ﹤0.01%
83
548
$30.2K ﹤0.01%
256
+50
549
$29.4K ﹤0.01%
+1,000
550
$29K ﹤0.01%
188
-1,053
20 21
22
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